Carlyle Secured Lending, Inc. (CGBD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

72,902,981Shares Outstanding

27,106,144Shares held by institutions

$313,347,025Value of institutional holdings

37.18%Institutional ownership %

9.10%Shares Changed QoQ

150No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlyle Secured Lending, Inc. (NASDAQ:CGBD) appears in 149 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 36.6% of outstanding shares in December 2025, up from 36.5% in September 2025.
Their total shares held in CGBD increased 7.38% from the prior quarter, while the number of investors in Carlyle Secured Lending increased 28.45% year over year.
Among the 149 funds, 74 bought more Carlyle Secured Lending shares, 47 sold down, and 28 held their ground.
Altogether, these fund groups held 26.68Mn shares in CGBD by December 2025, up by 1.83Mn shares quarter on quarter, and up 10.52Mn shares year over year.
Creative Planning is the top holder of Carlyle Secured Lending as of December 31, 2025, with 3.47Mn shares representing 4.75% of outstanding stock.
The biggest buyers of Carlyle Secured Lending for the quarter ending December 2025 included RIVERNORTH CAPITAL MANAGEMENT, LLC (699.59K), Rockefeller Capital Management L.P. (524.76K), Toronto Dominion Bank (500.0K), North Ground Capital (436.09K), JANE STREET GROUP, LLC (256.47K).
Leading sellers of Carlyle Secured Lending shares for the quarter ending December 2025 were Creative Planning (1.17Mn), Bank Of America Corp /De/ (1.0Mn), TWO SIGMA ADVISERS, LP (184.2K), VAN ECK ASSOCIATES CORP (137.25K), Royal Bank Of Canada (118.24K).
Per Business Quant data, the top 10 holders of Carlyle Secured Lending for the quarter ending December 2025 are Creative Planning (3.47Mn), Morgan Stanley (2.57Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.9Mn), VAN ECK ASSOCIATES CORP (1.69Mn), CHOREO, LLC (1.39Mn), North Ground Capital (912.22K), Invesco Ltd. (887.66K), UBS Group AG (862.26K), Rockefeller Capital Management L.P. (857.03K), TWO SIGMA INVESTMENTS, LP (737.4K).

150 Institutional Holders

27,106,144 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Creative Planning	31 Dec, 2025	3,466,030	-1,165,420	-25.16%	$43,290,719.00
Morgan Stanley	31 Dec, 2025	2,574,644	161,973	6.71%	$32,157,304.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,900,728	699,586	58.24%	$23,740,092.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	1,692,268	-137,251	-7.50%	$21,136.00
CHOREO, LLC	31 Dec, 2025	1,385,100	-73,608	-5.05%	$17,604,627.00
North Ground Capital	31 Dec, 2025	912,220	436,086	91.59%	$11,393,628.00
Invesco Ltd.	31 Dec, 2025	887,656	-13,581	-1.51%	$11,086,824.00
UBS Group AG	31 Dec, 2025	862,260	226,776	35.69%	$10,769,627.00
Rockefeller Capital Management L.P.	31 Dec, 2025	857,032	524,761	157.93%	$10,704,336.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	737,400	9,830	1.35%	$9,210,126.00
Muzinich & Co., Inc.	31 Dec, 2025	736,442	236,524	47.31%	$9,198,165.00
Mariner, LLC	31 Dec, 2025	543,895	874	0.16%	$6,839,777.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	519,735	101,242	24.19%	$6,491,490.00
Legal & General Group Plc	31 Dec, 2025	518,842	78,404	17.80%	$6,488,119.00
Toronto Dominion Bank	31 Dec, 2025	500,000	500,000	0.00%	$6,245,000.00
BlackRock, Inc.	31 Dec, 2025	494,132	1,003	0.20%	$6,171,709.00
Alpine Global Management, LLC	31 Dec, 2025	457,342	206,733	82.49%	$5,712,202.00
LSV ASSET MANAGEMENT	31 Dec, 2025	366,750	-26,700	-6.79%	$4,581.00
Corient Private Wealth LLC	31 Dec, 2025	349,300	56,455	19.28%	$4,362,822.00
Bank Of America Corp /De/	31 Dec, 2025	344,421	-1,002,357	-74.43%	$4,301,814.00

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